Our Focus-It’s All About You
We’re passionate about helping you preserve and grow your wealth while making sure we stay true to our fiduciary duty.
Instead of mindlessly following trends or bad ideas that promise quick wins but don’t provide any value in the long term, we focus exclusively on what will be best for you – delivering above-and-beyond service with clear goals focused on safeguarding your financial well-being!
“At ILG Private Wealth, our decades of real-world experience have taught us that the most successful wealth management strategies—proven effective across multiple generations—begin with a comprehensive Asset Protection Plan. When it comes to effective Asset Protection Planning, we have a choice:
1. We can be one of the multiple sheep that follow easy, ineffective tactics that have, time and time again, put successful families’ wealth at risk.
2. We can be directed by broker-dealers to be “asset gatherers.” We can be trained by product manufacturers to promote the products and tactics that lead to their greatest success and generate the highest industry commissions. Buy and hold, ride it out, 60/40 portfolio, this insurance product solves everything, bah, bah, bah.
3. We can be fiercely independent, leaving no rock unturned and no strategy ignored in our efforts to develop the most effective asset protection strategy for your family. This means being vigilant in our ongoing analysis and testing of strategies, shifting course when conditions mandate a change.
We choose to build walls and moats around the people you love and the wealth you’ve worked so hard to accumulate. We exist to protect you from the wealth predators that constantly circle your family in their attempts to take what you’ve built. We choose to be LIONS! ”
